-established agency dedicated to delivering top-tier commercial insurance solutions to clients. If you are a dedicated, client.... Key Responsibilities: Policy Management: Accurately input policy updates and account information. Client Communication...
, presentations and proposals for new and renewing accounts Onboard new clients: BOR letters, account setup in the agency management... system (EPIC), and introductory outreach Plan and lead open enrollment meetings, submit applications, audit enrollment...
-established agency dedicated to delivering top-tier commercial insurance solutions to clients. If you are a dedicated, client.... Key Responsibilities: Policy Management: Accurately input policy updates and account information. Client Communication...
training to ensure optimal utilization of our agency management system and carrier websites. Participate in annual staff... in Commercial Lines insurance. An active MN P & C License. Proficiency with Applied Epic (strongly preferred). Self-motivation...
, preferably Applied Epic. Strong attention to detail and time management skills. Excellent verbal and written communication... agency management system. Assist with quoting and applications as needed. Communicate with carriers to request information...
, negotiate terms, and help identify coverage solutions. Support Commercial Producers: Partner with producers to maintain client... relationships, support new business opportunities, and ensure a smooth account management process. Analyze Coverage: Review...
, presentations and proposals for new and renewing accounts Onboard new clients: BOR letters, account setup in the agency management... system (EPIC), and introductory outreach Plan and lead open enrollment meetings, submit applications, audit enrollment...
training to ensure optimal utilization of our agency management system and carrier websites. Participate in annual staff... in Commercial Lines insurance. An active MN P & C License. Proficiency with Applied Epic (strongly preferred). Self-motivation...
training to ensure optimal utilization of our agency management system and carrier websites. Participate in annual staff... in Commercial Lines insurance. An active MN P & C License. Proficiency with Applied Epic (strongly preferred). Self-motivation...
with both clients and insurance carriers, and driving the success of the department. What You’ll Do: Client Relationship Management... track record of success. Licensing: Active Property & Casualty license required. Tech Savvy: Experience with Applied Epic...